Ownership history in Wealth Quarterback LLC · 20 quarters on record
This page tracks every 13F SEC filing in which Wealth Quarterback LLC reported a position in GABELLI UTIL TR (GUT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 40,659 | +361 | +0.9% | 0.09% | $245K | $5.88 |
| 2025 Q3 | ADDED | 40,298 | +12 | +0.0% | 0.09% | $245K | $5.78 |
| 2025 Q2 | ADDED | 40,286 | +431 | +1.1% | 0.11% | $234K | $5.39 |
| 2025 Q1 | ADDED | 39,855 | +232 | +0.6% | 0.12% | $213K | $4.82 |
| 2024 Q4 | ADDED | 39,623 | +1,932 | +5.1% | 0.09% | $199K | $4.42 |
| 2024 Q3 | REDUCED | 37,691 | -1,471 | -3.8% | 0.10% | $196K | $4.44 |
| 2024 Q2 | REDUCED | 39,162 | -773 | -1.9% | 0.13% | $232K | $4.80 |
| 2024 Q1 | ADDED | 39,935 | +3,009 | +8.1% | 0.12% | $222K | $4.39 |
| 2023 Q4 | ADDED | 36,926 | +1,232 | +3.5% | 0.12% | $200K | $4.17 |
| 2023 Q3 | REDUCED | 35,694 | -743 | -2.0% | 0.16% | $189K | $3.97 |
As of 2025 Q4 — sorted by position size